BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.04M
3
+$3.11M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.75M
5
JBLU icon
JetBlue
JBLU
+$2.06M

Top Sells

1
+$6.37M
2
+$6.17M
3
+$3.83M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.74M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
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505
$0 ﹤0.01%
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506
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508
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509
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510
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511
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512
$0 ﹤0.01%
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513
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515
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516
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517
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518
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-3,795
519
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520
$0 ﹤0.01%
20
521
– –
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522
– –
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523
$0 ﹤0.01%
2
524
$0 ﹤0.01%
3
525
$0 ﹤0.01%
11
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